WealthPLAN Partners’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

WealthPLAN Partners’s Portfolio DJP Stock Details DJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-234	Closed	-$7.15K	–	495
2023 Q2	$7.15K	Hold	234	–	–	﹤0.01%	848
2023 Q1	$7.39K	Buy	+234	New	+$7.5K	﹤0.01%	930
2017 Q4	–	Sell	-40,285	Closed	-$937K	–	225
2017 Q3	$937K	Buy	40,285 +3,263	+9%	+$75.2K	0.26%	77
2017 Q2	$839K	Buy	+37,022	New	+$845K	0.24%	78
2016 Q3	–	Sell	-129	Closed	-$3	–	979
2016 Q2	$3	Buy	+129	New	+$3.01K	﹤0.01%	2571
2015 Q4	$6	Buy	+258	New	+$5.96K	﹤0.01%	1727
2015 Q2	$4K	Buy	+129	New	+$3.72K	﹤0.01%	350

Other funds holding DJP

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

HBT

Heartland Bank & Trust Bloomington, Illinois $483M AUM 31.55% 1-Year Est. Return

WealthPLAN Partners's DJP Position: Q3 2023 in Review

WealthPLAN Partners sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2023, closing a stake of 234 shares — an estimated $7.15K sold.

WealthPLAN Partners first reported a position in DJP in Q2 2015 and held it in 7 quarters. The position peaked at $937K in Q3 2017. 136 funds tracked by Wall St. Rank hold DJP as of Q3 2023.

WealthPLAN Partners reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 234 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2023, an estimated $7.15K.
WealthPLAN Partners first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2015 and held it in 7 quarters.
WealthPLAN Partners's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $937K in Q3 2017.
136 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.